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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
651
Grandfield & Dodd
New York
$202K +$180K +2,622 New
SCA
652
Snowden Capital Advisors
New York
$200K +$179K +2,601 New
WT
653
Whittier Trust
California
$198K -$1.03K -15 -0.6%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$194K +$28.2K +410 +19%
FIB
655
First Interstate Bank
Montana
$177K
FWM
656
Focused Wealth Management
New York
$177K +$158K +2,300 New
RCC
657
Red Cedar Capital
Nebraska
$154K +$138K +2,000 New
PWM
658
Perigon Wealth Management
California
$153K
CCM
659
Covington Capital Management
California
$152K +$26.6K +387 +24%
OFS
660
Orrstown Financial Services
Pennsylvania
$139K
RFM
661
Royal Fund Management
Florida
$136K
AssetMark Inc
662
AssetMark Inc
California
$126K -$1.95M -28,344 -95%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$124K -$1.07M -15,554 -91%
CPIG
664
Chicago Partners Investment Group
Illinois
$122K +$138 +2 +0.1%
BBA
665
Braun-Bostich & Associates
Pennsylvania
$122K +$109K +1,586 New
GBT
666
Grove Bank & Trust
Florida
$119K
OC
667
Oakworth Capital
Alabama
$117K -$6.88K -100 -6%
EWM
668
Evercore Wealth Management
New York
$115K
PAI
669
Pittenger & Anderson Inc
Nebraska
$115K
VFA
670
Valeo Financial Advisors
Indiana
$112K +$8.74K +127 +10%
NSIM
671
North Star Investment Management
Illinois
$111K
VIA
672
Vantage Investment Advisors
Pennsylvania
$105K +$11.6K +168 +14%
CPA
673
Clear Perspective Advisors
Illinois
$104K
CHP
674
Cable Hill Partners
Oregon
$102K
SWA
675
Sutton Wealth Advisors
Florida
$100K

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.